JWM

Jeppson Wealth Management Portfolio holdings

AUM $314M
1-Year Est. Return 21.59%
This Quarter Est. Return
1 Year Est. Return
+21.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$844K
2
+$376K
3
+$358K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$306K
5
D icon
Dominion Energy
D
+$281K

Top Sells

1
+$489K
2
+$361K
3
+$357K
4
CC icon
Chemours
CC
+$276K
5
NVDA icon
NVIDIA
NVDA
+$251K

Sector Composition

1 Technology 20.71%
2 Healthcare 8.57%
3 Communication Services 8.35%
4 Industrials 7.81%
5 Energy 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.55%
4,116
+5
52
$1.4M 0.54%
9,303
-67
53
$1.39M 0.54%
29,414
+339
54
$1.3M 0.5%
27,742
-697
55
$1.3M 0.5%
7,420
-60
56
$1.28M 0.5%
6,698
-9
57
$1.27M 0.49%
18,086
-100
58
$1.26M 0.49%
16,356
-616
59
$1.24M 0.48%
5,407
-2
60
$1.23M 0.48%
4,730
+15
61
$1.22M 0.47%
16,957
-8
62
$1.19M 0.46%
3,092
+27
63
$1.13M 0.44%
2,365
64
$1.08M 0.42%
8,326
-324
65
$1.07M 0.41%
10,502
-320
66
$1.04M 0.4%
5,380
+626
67
$1.03M 0.4%
18,336
-2,464
68
$1.03M 0.4%
2,325
+4
69
$1.03M 0.4%
24,043
+999
70
$1M 0.39%
22,645
-2
71
$973K 0.38%
25,302
+133
72
$930K 0.36%
7,078
-225
73
$923K 0.36%
3,272
-300
74
$919K 0.36%
14,096
+21
75
$900K 0.35%
9,628
-25
1 2
3
4 5